BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.9M
3
+$9.39M
4
VRSN icon
VeriSign
VRSN
+$8.59M
5
SHW icon
Sherwin-Williams
SHW
+$7.24M

Top Sells

1
+$22.6M
2
+$17.6M
3
+$8.43M
4
HD icon
Home Depot
HD
+$6.46M
5
WBA
Walgreens Boots Alliance
WBA
+$6.09M

Sector Composition

1 Healthcare 17%
2 Technology 15.6%
3 Industrials 11.4%
4 Financials 11.27%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$323K 0.02%
+10,381
202
$321K 0.02%
+24,296
203
$308K 0.02%
2,851
-147
204
$298K 0.02%
1,602
+100
205
$298K 0.02%
3,240
-145
206
$274K 0.02%
4,275
207
$273K 0.02%
+2,900
208
$271K 0.02%
2,125
-74
209
$265K 0.02%
12,011
210
$263K 0.02%
1,900
-12
211
$261K 0.02%
2,550
-300
212
$258K 0.02%
3,925
213
$257K 0.02%
3,823
-37
214
$239K 0.02%
3,615
-1,235
215
$215K 0.01%
+3,990
216
$209K 0.01%
2,140
+175
217
$206K 0.01%
5,683
-6,327
218
$205K 0.01%
4,695
219
$204K 0.01%
8,290
220
$200K 0.01%
1,827
-85
221
– –
-2,850
222
– –
-1,100
223
– –
-2,158
224
– –
-9,987
225
– –
-2,450
6 7 8
9
10